"ARK believes that a ride-hail network will enhance Tesla's profitability prior to the launch of a robotaxi service. Moreover, it seems that the launch of a robotaxi service would not tie up significant engineering resources except for routing, payment integration, and other functions that will be critical to the launch of robotaxis."
"Finally, a vertically integrated ride-hail service with highly utilized electric vehicles would increase the share of miles driven on electric platforms, advancing Tesla's mission of converting the world to sustainable energy."
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